Tax and accounting advisory in Minnesota
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Andrew Held - Thrivent
● ClosedAndrew Held - Thrivent is a finance institution located at 8750 90th Street South, Cottage Grove, Minnesota, United States. Whether you are looking for a local financial advisor or have been referred to us by someone you know, we are here to help empower you to confidently live the life you want in alignment with your goals and values. Our personalized and transparent financial advice is grounded in integrity and designed to help you achieve financial clarity and confidence as you work towards your financial goals and dreams. From establishing better budgeting habits to planning for retirement, building your business, responsible investment strategies, or navigating a complex estate plan, we are here to assist you at every stage of life. Our financial advisors focus on providing purpose-based advice that aligns with what you care about most. We believe in giving back and building generosity into your financial strategy. As a member of Thrivent, you become part of a community of individuals looking out for others and sharing in the collective ownership of our company.
8750 90th St S, Cottage Grove, MN 55016, United States -
Gregory Roe - Thrivent
● ClosedGregory Roe - Thrivent is a finance institution located at 217 Plum Street, Red Wing, Minnesota, United States. Our financial guidance is focused on your goals and values. We are licensed in multiple states including CA, IA, MN, OR, SC, SD, TX, and WI. Our founder, Gregory Roe, has been inducted into Thrivent's Hall of Fame for his long-term commitment and successful performance. Licensing information is available through your State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional for those services. We offer advice and guidance through our Financial Planning Framework, with the option to further engage with our Dedicated Planning Services for written recommendations for a fee.
217 Plum St Ste 110, Red Wing, MN 55066, United States -
Rob Lindell - Thrivent
● ClosedRob Lindell - Thrivent is a finance institution located at 120 South Main Street in Pine Island, Minnesota, United States. They offer licensing through the State Insurance Department's website and provide advice and guidance through their Financial Planning Framework. Thrivent does not provide legal, accounting, or tax advice, so clients are encouraged to consult their attorney or tax professional. They also offer Dedicated Planning Services for clients looking for investment advisory services, which results in written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Their financial advisors are appropriately appointed and licensed to provide these services. For more information on professional designations and requirements, visit their website or FINRA's Broker Check.
120 S Main St, Pine Island, MN 55963, United States -
Justin Nelson - Thrivent
● OpenJustin Nelson - Thrivent is a finance institution located at 508 Clay Street, Mantorville, Minnesota, United States. Licensing for insurance products is available through the State Insurance Department's website. The institution does not provide legal, accounting, or tax advice and recommends consulting with a professional in those areas. Thrivent offers financial advice and guidance through its Financial Planning Framework, with the option to engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Financial advisors at Thrivent are credentialed to provide investment advisory services, and more information can be found on the institution's website or FINRA's Broker Check. Visit https://www.thrivent.com/designations for information on professional designations and requirements.
508 Clay St, Mantorville, MN 55955, United States -
Tom Bjerke - Thrivent
● ClosedTom Bjerke - Thrivent is a finance institution located at 502 East Broadway Street in Winona, Minnesota, United States. Licensing can be obtained through the State Insurance Department's website, as listed on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which involves a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
502 E Broadway St, Winona, MN 55987, United States -
Chip Montgomery - Thrivent
● ClosedChip Montgomery - Thrivent is a finance institution located at 5 North Fremont Street, Lewiston, Minnesota, United States. The institution focuses on helping individuals make sound financial decisions that align with their goals for the future. Whether you need guidance on investing, retirement planning, risk management, or education planning, Chip Montgomery is here to assist you in creating a financial roadmap. Thrivent does not provide legal, accounting, or tax advice, but offers a Financial Planning Framework to analyze your financial situation. Additional services, such as Dedicated Planning Services, are available for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products, securities, and investment advisory services. Financial advisors at Thrivent are licensed and credentialed to provide investment advice. Visit Thrivent.com for more information on their services and professional designations.
5 N Fremont St, Lewiston, MN 55952, United States -
Christopher Perkins - Thrivent
● ClosedChristopher Perkins - Thrivent is a finance institution located at 502 East Broadway Street in Winona, Minnesota, United States. Licensing for their services can be obtained through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Please note that Thrivent and its financial professionals do not offer legal, accounting, or tax advice. It is recommended to consult with your attorney or tax professional for such matters.
502 E Broadway St, Winona, MN 55987, United States -
Teri McNally - Thrivent
● ClosedTeri McNally - Thrivent is a finance institution located at 502 East Broadway Street, Winona, Minnesota, United States. Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional. Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that results in written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent and registered representative of Thrivent Investment Management, Inc. Insurance products, securities, and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about their financial advisors. For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations.
502 E Broadway St, Winona, MN 55987, United States -
Jeff Metz - Thrivent
● ClosedJeff Metz - Thrivent is a finance institution located at 107 Minnesota 16, Rushford, Minnesota, United States. Licensing for their services can be obtained through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so it is advised to consult with your attorney or tax professional for such matters. They provide financial advice and guidance through their Financial Planning Framework, which includes analyzing a client's financial situation. Clients can choose to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
107 MN-16, Rushford, MN 55971, United States -
Colin Aldis - Thrivent
● ClosedColin Aldis - Thrivent is a finance institution located at 116 Elton Hills Lane Northwest, Rochester, Minnesota, United States. Licensing for the services provided by Thrivent can be obtained through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice. It is recommended to consult with an attorney or tax professional for such matters. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
116 Elton Hills Ln NW 2 Ste, Rochester, MN 55901, United States -
Christenson Robert T CPA
● OpenChristenson Robert T CPA is a reputable accounting and finance institution located in Cottage Grove, Minnesota. With a focus on providing top-notch financial services, they offer expert advice and solutions to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, their team of experienced professionals is dedicated to helping you achieve your financial goals. Visit them at 7594 72nd Street Court South for all your accounting and finance needs.
7594 72nd St Ct S, Cottage Grove, MN 55016, United States -
Smith Schafer
● OpenSmith Schafer is a reputable accounting and finance institution located at 2575 Commerce Drive Northwest in Rochester, Minnesota, United States. With a team of experienced professionals, they provide a wide range of financial services including tax planning, auditing, consulting, and more. Their dedication to excellence and commitment to client satisfaction has earned them a strong reputation in the industry. Whether you are a small business owner or an individual looking for financial guidance, Smith Schafer is the go-to institution for all your accounting and finance needs.
2575 Commerce Dr NW STE 200, Rochester, MN 55901, United States -
Chad Erickson - Thrivent
● ClosedChad Erickson - Thrivent is a financial institution located at 200 Gateway Drive Northwest in East Grand Forks, Minnesota, United States. Licensing for the institution can be obtained through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Clients are encouraged to consult with their attorney or tax professional for such guidance. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
200 Gateway Dr NW, East Grand Forks, MN 56721, United States -
Paquette Leo J
● OpenPaquette Leo J is a reputable health institution located at 550 Osborne Road Northeast in Fridley, Minnesota, United States. This establishment offers a variety of health services, including a pharmacy and store for all your medical needs. With a dedicated team of professionals, Paquette Leo J is committed to providing top-notch care and products to help you maintain your health and well-being. Visit us today for all your health needs.
550 Osborne Rd NE, Fridley, MN 55432, United States -
Peter Hess - Thrivent
● ClosedPeter Hess - Thrivent is a finance institution located at 129 West Main Street, Waconia, Minnesota, United States. They are licensed in multiple states including AZ, CO, FL, IA, IN, MI, MN, MO, NC, NY, OH, and WI. Thrivent does not provide legal, accounting, or tax advice, but offers financial planning services through their Financial Planning Framework. Clients can also opt for Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Visit their website for more information on their services and professional designations.
129 W Main St, Waconia, MN 55387, United States -
Nick Christoff, CDFA®, ChFC® - Thrivent Financial Advisor
● OpenNick Christoff, CDFA®, ChFC® - Thrivent Financial Advisor is a finance and insurance agency located at 11670 Fountains Drive, Suite 200 in Maple Grove, Minnesota, United States. Nick Christoff specializes in retirement planning, investment strategies, and insurance protection, offering clear and candid advice to help clients feel comfortable and confident in their financial decisions. Services include aligning employer benefits, wealth accumulation, risk management, and business consulting for small businesses. Licensing is available through state insurance departments, and Thrivent does not provide legal, accounting, or tax advice. Thrivent offers a Financial Planning Framework and Dedicated Planning Services for a fee, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Thrivent is the marketing name for Thrivent Financial for Lutherans, and only credentialed financial advisors provide investment advisory services. Visit Thrivent.com for more information on professional designations and services offered.
11670 Fountains Dr Suite 200, Maple Grove, MN 55369, United States -
Stonebridge of Bloomington-Thrivent Financial
● ClosedStonebridge of Bloomington-Thrivent Financial is an insurance agency located at 7801 East Bush Lake Road in Bloomington, Minnesota, United States. Thrivent Financial, the parent company, is known for its strong capital position and unique mission-driven approach. They offer a range of financial services including advice, investments, insurance, banking, and generosity programs to help clients achieve their financial goals. The Bloomington office serves the Minneapolis/St. Paul area and offers virtual appointments for convenience. Licensing information can be accessed through the National Association of Insurance Commissioners website. Thrivent does not provide legal, accounting, or tax advice, but offers comprehensive financial guidance tailored to individual goals and values. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent Financial for Lutherans. Financial advisors at Thrivent are credentialed to provide investment advisory services and can help clients develop a financial strategy that aligns with their beliefs and lifestyle. Visit their website for more information on services and professional designations.
7801 E Bush Lake Rd, Bloomington, MN 55437, United States -
Excelsior Financial Group LLC
● ClosedExcelsior Financial Group LLC is a trusted institution located at 4021 Vernon Avenue South, St. Louis Park, Minnesota, United States. Specializing in accounting, finance, and insurance services, we strive to create lasting relationships with clients who value our advice. Our team has been recognized as a 2023 Five Star Wealth Manager for the eleventh year in a row, a testament to our commitment to excellence. As a registered investment advisor with the Securities and Exchange Commission, we adhere to strict privacy policies to protect your personal information. We offer a range of investment advisory services, including portfolio management, financial planning, and selection of other advisers. Our team is dedicated to acting in your best interest and addressing any conflicts of interest that may arise.
4021 Vernon Ave S #208, St Louis Park, MN 55416, United States -
Pierce & Associates Co.
● OpenPierce & Associates Co. is a reputable institution located at 1002 Broadway Street in Alexandria, Minnesota, United States. With a strong commitment to providing top-notch services, they specialize in a wide range of financial and business consulting solutions. Their team of experienced professionals is dedicated to helping clients achieve their goals and navigate complex financial challenges. Whether you are seeking assistance with tax planning, accounting, or business advisory services, Pierce & Associates Co. is here to provide expert guidance and support. Visit their office today to learn more about how they can help you succeed.
1002 Broadway St, Alexandria, MN 56308, United States -
Mortenson & Rygh
● ClosedMortenson & Rygh is a reputable accounting and finance institution located at 413 5th Street in Stephen, Minnesota, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, and financial planning. Clients can trust Mortenson & Rygh for accurate and reliable financial advice to help them achieve their goals.
413 5th St, Stephen, MN 56757, United States -
DHA CPAs (Drazan, Henke & Associates)
● ClosedDHA CPAs (Drazan, Henke & Associates) is a trusted accounting and finance institution located at 544 Bavaria Lane in Chaska, Minnesota, United States. At DHA CPAs, we understand the importance of feeling confident in your financial decision-making. Our team of experienced professionals provide customized, comprehensive consulting and compliance services for both businesses and individuals. We work closely with our clients to help them meet their financial goals and offer advisory and compliance services tailored to their unique needs. Our goal is to simplify your financial life and replace complexity with confidence. Trust DHA CPAs to provide you with the relationships and guidance you deserve for sound financial decision-making.
544 Bavaria Ln, Chaska, MN 55318, United States -
Laura Tweten - Thrivent
● ClosedLaura Tweten - Thrivent is a finance institution located at 215 West Main Street in Ada, Minnesota, United States. As a financial professional, Laura Tweten specializes in explaining financial concepts and scenarios in a clear and understandable manner. She offers options and opinions tailored to fit your individual life circumstances, rather than pushing a one-size-fits-all approach. Licensing for financial services is available through the State Insurance Department's website, which can be accessed through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional for those matters.
215 W Main St, Ada, MN 56510, United States -
Laura Tweten - Thrivent
● ClosedLaura Tweten - Thrivent is a finance institution located at 27 1st Street Southwest, Ulen, Minnesota, United States. As a financial professional, Laura Tweten strives to foster relationships with clients by speaking clearly and providing expert advice on financial concepts and scenarios. Licensing information can be found on the State Insurance Department's website, accessed through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so clients are encouraged to consult their attorney or tax professional for such matters. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to engage further with Thrivent through its Dedicated Planning Services, which provides written recommendations for a fee.
27 1st St SW, Ulen, MN 56585, United States -
John Severson - Thrivent
● ClosedJohn Severson - Thrivent is a finance institution located at 2308 South Broadway Street, Alexandria, Minnesota, United States. They are licensed in multiple states including AL, CA, MN, NC, ND, and TX. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional. They offer advice and guidance through their Financial Planning Framework, and clients can further their planning engagement with Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, and insurance products are issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and a subsidiary of Thrivent. Only credentialed financial advisors can provide investment advisory services. For more information on professional designations and requirements, visit their website or FINRA's Broker Check.
2308 S Broadway St STE 4, Alexandria, MN 56308, United States -
Paul Amundson - Thrivent
● ClosedPaul Amundson - Thrivent is a finance institution located at 2308 South Broadway Street in Alexandria, Minnesota, United States. Licensing for their services is available through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so clients are encouraged to consult with their attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can opt to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
2308 S Broadway St STE 4, Alexandria, MN 56308, United States -
Michael Berreau - Thrivent
● ClosedMichael Berreau - Thrivent is a finance institution located at 218 1/2 14th Street South in Benson, Minnesota, United States. Licensing for their services can be obtained through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so clients are encouraged to consult with their own attorney or tax professional. Thrivent provides financial advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can also choose to engage further with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
218 1/2 14th St S, Benson, MN 56215, United States -
Trent Fischer - Thrivent
● ClosedTrent Fischer - Thrivent is a finance institution located at 301 Craig Avenue, Tracy, Minnesota, United States. Thrivent is known for having one of the strongest capital positions in the industry, but what truly sets them apart is their mission. Driven by a higher purpose, Thrivent is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people make the most of all they've been given. As a Financial Professional at Trent Fischer - Thrivent, they work with clients to provide comprehensive financial guidance and clarity that aligns with their goals and values. Clients can develop a strategy that helps their money work for them and on their terms. Licensing information is available through the State Insurance Department’s website. Thrivent does not provide legal, accounting, or tax advice, so clients are encouraged to consult their own professionals in those areas. Thrivent offers advice and guidance through its Financial Planning Framework, and clients can choose to further their planning engagement with Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, and insurance products are issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Financial advisors at Trent Fischer - Thrivent are licensed to provide investment advisory services. For more information about their financial advisors and professional designations, visit their website or FINRA’s Broker Check.
301 Craig Ave, Tracy, MN 56175, United States -
MRD Consulting
● OpenMRD Consulting is a leading accounting and finance institution located at 127 Bridge Avenue East, Delano, Minnesota, United States. Our team of professionals is dedicated to providing top-notch financial services to individuals and businesses alike. With years of experience and expertise in the field, we offer a wide range of services including tax preparation, bookkeeping, financial planning, and more. Trust MRD Consulting to help you navigate the complexities of the financial world and achieve your goals.
127 Bridge Ave E Suite 230, Delano, MN 55328, United States -
Rich Kirchoff - Thrivent
● ClosedRich Kirchoff - Thrivent is a finance institution located at 16151 Main Avenue Southeast, Prior Lake, Minnesota, United States. As a Wealth Advisor, Rich Kirchoff aims to establish a long-term financial relationship with clients to help them achieve their financial goals. Services offered include retirement income planning, investment management, life insurance plans, charitable giving, and college planning. The office is conveniently located to serve the surrounding areas of Minneapolis and St. Paul. Licensing information is available through the State Insurance Department's website. Thrivent does not provide legal, accounting, or tax advice. Thrivent Financial for Lutherans offers insurance products, securities, and investment advisory services through Thrivent Investment Management Inc., a registered investment adviser. Visit thrivent.com for more information on services and professional designations.
16151 Main Ave SE, Prior Lake, MN 55372, United States -
Integrity Wealth
● OpenIntegrity Wealth is a finance institution located at 11985 Technology Drive, Eden Prairie, Minnesota, United States. We are a multi-service wealth management practice with experienced financial advisors serving Minneapolis-Saint Paul, MN and Nationwide. Our goal is to help you achieve financial freedom through personalized financial planning and investment management strategies. We work with individuals and families of all ages to help them plan for their financial futures. At Integrity Wealth, we focus on helping you achieve your goals, whether you are just starting out, preparing for retirement, or enjoying your golden years. We offer personalized financial plans that are easy to understand, tailored to your specific needs. Our team of advisors have over 30 years of combined experience and are committed to acting in your best interest as fiduciaries.
11985 Technology Dr. #100, Eden Prairie, MN 55344, United States
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